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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,813 | $57,312-4.4% | $86,617-36.7% | $75,181-27.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.90% | 2672.78%-2653.9pp | 591.91%-573.0pp | 160.69%-141.8pp |
| Employer contribution / active EE | $5,229 | $2,315+125.8% | $3,023+72.9% | $2,671+95.8% |
| Participant deferral / active EE | $6,807 | $3,319+105.1% | $4,437+53.4% | $4,126+65.0% |
| Admin fee / account holder | $1,794 | $4,114-56.4% | $5,613-68.0% | $5,650-68.2% |